Service Level Agreement
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1First American Title Company
Service Level Agreement
______________________________________
CLIENT INFORMATION
Full Name:
Prefers:
Company Name:
Address:
City & State:
Zip:
Phone:
Fax:
Preferred Phone to Call:
Personal Fax:
Voice Mail:
Cell Phone:
Email:
Home Phone:
Partners Name:
Assistant:
Escrow Officer:
Best Method of Contact:
__________________________________________________________________________________________________
QUESTIONS & CLIENTS NEEDS
May I leave “detailed” messages for you?
Would you like weekly file status updates?
Email or VM?
May my assistant call you?
With File Updates?
To return your calls to me?
Who should my team deal with on:
Standard file issues:
Emergency file issues:
May I contact your clients directly?
__________________________________________________________________________________________________
SIGNING APPOINTMENT ISSUES
Would you like settlement statements sent to you prior to scheduled signing appointments?
Where should we send them?
Do you want settlement statement faxed or emailed to your clients prior to signing?
Select
May we setup signing appointments with your clients directly?
Do you attend your signings?
___________________________________________________________________________________________________
OTHER ISSUES
Should we send Prelims directly to your clients?
Do you want to be reminded about insurance and home warranty?
Select
Who shall I send commission packages to?
How many?
Do you send commission demands?
Do we cut multiple checks?
Should we send your clients closing papers to you (for pick-up or delivery)?
Tell me the three things you like most about a great sign-off:
1.
2.
3.
Is there anything else we can do during the course of an escrow to help you give great service to your clients?
We are committed to practicing the policies and expectations we’ve outlined here today! Thank you for your business!
Notes:
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